5/10/2023 0 Comments See finance quote not updating![]() Fixed an issue where the "Portfolio" listing could be marked as "Hidden" by pressing the space bar in the "Hide/Show Accounts" menu option.When importing CSV files, if the deposit and withdrawal amounts share the same column the transaction type column will be used to distinguish whether or not the transaction’s amount should be positive or negative.Fixed an issue where Security Info fields were showing "NA" as placeholders for new transaction numerical amounts.Fixed an issue with the option to "Edit Tab Order of Transaction Fields" where the date field wouldn’t be included in the tab order if it wasn’t the first option.Fixed an issue where loading a copy of a file that initially display’s a report’s PDF view would cause the PDF to be printed.Fixed an issue where the PDF Views for reports could have a single page PDF scrolled to the bottom instead of being scrolled to the top.Fixed issues generating Category report summary totals where parent and subcategories are included and there being variation in the parent and subcategories "Expense" settings and values.Fixed an issue with the Category reports where categories would not always be listed in the report’s PDFs if they had a zero total and transactions were involved.You can also view the price and volume history of each of your securities by selecting “History” from the "Securities Detail” view in an Investment account. To see this information, view your investment account and select “Securities Detail”, then choose the security you'd like to view. If the information is not available - the ticker symbol is incorrect, or the data is not accessible from the source you've selected - you'll see the reason the test was not successful in the 'Test Results' column.Ĭurrent exchange rates, security histories, and current quotes will automatically be integrated into your Investment accounts. If Moneydance is able to download the information, checkmarks will appear in the 'Test Results' column, along with a current quote. To run a test, click “Test” at the bottom left of the Advanced window. View all the securities you have created in Moneydance by clicking Tools → Securities.Ĭlicking the “Advanced” button (near the top right of the extension window) will allow you to test whether quotes and price histories are available for the securities you select. Tells the Extension to only list securities that you have associated with an account. Edit this field to schedule an update on a different date. Shows the date of the next scheduled update. Moneydance will apply updates based on your chosen Update Frequency, or when you click “Update Now”.Ĭhoose the interval at which the extension will update rates and prices. Moneydance will update all currency exchange rates using information from Alphavantage, based on your chosen Update Frequency, or when you click “Update Now” in the Extension window.Ĭhoose Alphavantage, or Google Finance (for historical security price updates). You can customise the Quotes and Exchange Rates settings as follows: I EX Trading, TD Ameritrade, Yahoo ® Finance USA, or Alphavantage. You can then enter the key into Moneydance to begin downloading your prices and rates. You'll be taken to the Alphavantage site to claim a free API key. Then select 'Set API Key', then 'Get Alphavantage API key'. When using the extension for the first time, ensure Alphavantage is selected as the source for prices at the top of the extension window. The Quotes and Exchange rate extension can pull data from - this is a free service that provides an API for people and apps to retrieve exchange rates and security prices. Once installed, the extension can be accessed by choosing Extensions > Quotes and Exchange Rates. ![]() Moneydance can automatically download price information for your securities and exchange rates for your currencies.įirst, install the Quotes & Exchange Rates extension by selecting Extensions > Manage Extensions. ![]() Modified on: Mon, 13 Sep, 2021 at 3:16 PM Solution home Moneydance Documentation Extensions Quotes and Exchange Rates extension
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